Sentences with phrase «cyclical sectors»
"Cyclical sectors" refers to specific industries or areas of the economy that tend to follow a repeating pattern or cycle of ups and downs. These sectors are generally more affected by changes in the overall economy and consumer spending, as demand for their products or services may fluctuate based on economic conditions. Full definition
This page provides the percentage weights of high - cyclical sectors for all Total Dividend Equity Funds.
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Companies in cyclical sectors, such as resources and energy, typically have lower payouts since their earnings fluctuate considerably in line with the economic cycle.
The fund is diversified on a sector basis, with its largest holdings in the technology, industrial goods, healthcare and consumer cyclical sectors.
It has also managed to increase those dividends for 50 consecutive years, an amazing accomplishment for any business, but particularly one that is in a highly cyclical sector like real estate.
Earnings leader technology has been a large driver of momentum returns, yet other cyclical sectors in developed markets have also played a major role.
A number of reasons explain the defensive selling among cyclical sectors.
From our perspective, stocks in less cyclical sectors, such as utilities and consumer staples, generally offered much less value and appeared to be trading at steep valuations.
This page provides the percentage weights of high - cyclical sectors for all Alternative Funds.
These include a typically higher representation of cyclical sectors in markets outside the United States and ta generally higher level of operating leverage in these markets attributable to higher fixed costs and less flexible labor.
From an economic perspective, faster GDP growth historically benefits cyclical sectors, which include financials and energy, while the defensive sectors like utilities have historically underperformed in a faster growth environment due to rising interest rates.
We continue to favor cyclical sectors over defensive sectors within U.S. large cap stocks.
In early February, equity managers continued to maintain cautious optimism as strong net buying was seen during the market sell - off in more cyclical sectors, driven by both long purchases and short covering.
As the global economy appears to be steadying, we explore areas of opportunities in international markets as well as cyclical sectors such as technology and integrated oil companies.
In contrast, dividend growth stocks, primarily from cyclical sectors like technology, tend to be higher quality and less expensive than those higher yielders.
Energy, materials, industrials, consumer discretionary, financials and information technology are traditionally considered cyclical sectors, as stocks in these sectors have tended to be highly correlated to economic cycles.
The pan-regional STOXX 600 dropped 0.5 % as traders took aim at cyclical sectors like mining and financials after their strong run this month.
The implication is that a rebound in cyclical sector profits will remain elusive for a while longer, prolonging underperformance.
The Consumer Cyclicals sector currently earns an Unattractive rating based on the market - weighted aggregation of the 443 stocks we cover in the sector.
But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.
Entravision, Entercom, and Viacom topped the sector by price target upsides, while Barnes, GameStop, and L Brands led as top yield Consumer Cyclical sector favorites per estimates collected 5/14/18.
This highly cyclical sector has gone through many booms and busts.
Leggett & Platt (LEG) is ranked # 238 (out of 432) overall and # 73 (out of 85) in the Consumer Cyclical sector by the Dividend Analyzer.
He expects global growth to continue to do well and is, therefore, bullish on cyclical sectors, while despite the fact rising yields are weighing on interest - sensitive sectors, he thinks those «will do well when growth stalls, yields fall and people seek out safety».
I took some exposure into cyclical sectors and raw materials in the last two years as I saw attractive oportunities.
Grafton Group (GN5: ID): This is a high quality stock in a v cyclical sector, which unfortunately accounts for its hammering in the past few years.
A UBS report issued in November notes that on average, metals and minerals have surged by 24.3 % in the third year of the presidential cycle, and concludes that «in 2007 market gains should be solid with cyclical sectors leading.»
This page provides the percentage weights of high - cyclical sectors for all U.S. Funds.
Rising inflation and interest rates should benefit cyclical sectors, such as Financials, relative to bond proxies,» Kostin added.
If the market sell - off continues, favoring cyclical sectors that can grow top - line revenues and are indexed to an improving 2018 macro backdrop has merit.
Staten Island's key industries — local - market sectors like health, education and retail trade — tend to be less susceptible to sharp economic downturns than more cyclical sectors, like manufacturing, construction and finance.
The strong euro is also part of the rationale for some brokers recommending investors shift from the more cyclical parts of the market to defensives, as cyclical sectors are both more exposed to global growth and to the negative currency effect.
In contrast, dividend growth stocks, primarily from cyclical sectors like technology, tend to be higher quality and less expensive than those higher yielders.
With a 10 - year return of 106 %, industrials have long lagged other cyclical sectors, behind consumer discretionary, up 189 %, and technology, up 161 %.
The sectors such as the consumer discretionary, energy, financials, industrials, information technology and materials are considered cyclical sectors.
We believe more attractive opportunities are likely to be found in cyclical sectors of the US and global equity markets, such as industrials, consumer discretionary and financials.
The semiconductor industry is a cyclical sector to begin with — there are times when chip orders spike, such as when a major manufacturer launches a new phone — but it's also affected by global GDP ups and downs.
«Most of your cyclical sectors, consumer discretionary, tech, industrials [and] financials are all up nicely this year.»
«Rising inflation and interest rates should benefit cyclical sectors, such as financials,» Kostin said.
But after nearly a decade and a half in Cowtown, Burrows is well - versed in the ways of the cyclical sector, and he's inspired by the resiliency and innovation it takes for companies to succeed in it.
Accelerating profits tend to benefit cyclical sectors, and we may still be in the early innings — given that the average US profit recovery has lasted approximately 4 years.
And investors needn't make an either - or choice between defensive and cyclical sectors — in fact, professional active fund managers have been favoring a mix of both in recent months.
Favor cyclicals: The cyclical fundamental recovery seems secure, and the decline in stocks — and a modest decline in the 10 - year U.S. Treasury yield — both make stocks appear attractive today, particularly our favored cyclical sectors (Financials, Consumer Discretionary, and Industrials).
Small - and mid-cap equities also are more heavily tilted toward Financials and cyclical sectors, which tend to do well as economic growth accelerates and interest rates rise.
While we still see solid fundamentals in cyclical sectors, the recent equity selling has produced divergences that we believe create value.